EOW full-scan data refresh

Thesis

EOW full-scan data refresh

  • event_id: 2026-05-29-ai-power-bottleneck-eow-full-scan-refresh

  • BTC-miner/AI-pivot sub-leg ripping: HUT +65% 30d / +137% 3m (RSI 74), RIOT +57% 30d (RSI 71), CORZ +34% 30d (RSI 68), CLSK +46% 30d (RSI 78) — entire miner-to-AI cohort in momentum; IPP leg partially recovering (VST RSI 57 / +1.5% 30d, TLN RSI 58 / +3.9% 30d off the R14 deep-oversold lows; CEG RSI 48 / -8% 30d still the laggard).

  • GEV flipped weak-down (RSI 40, -10.6% 30d, -7.7% vs SMA20) — gas-turbine OEM equipment leg showing valuation digestion after the $1000+ run; BE held flat 30d (RSI 56, $285); FLNC (new BESS layer) +55% 30d RSI 51 showing initial momentum.

  • PSIX crashed -43% 30d / -51% 3m, RSI 37, strong-down, -66% from 52wk high — distributed-power-gen sub-position requires fundamental verify; EQT nat-gas leg also weak (-8% 30d, RSI 38, down).

7 events

No direct external sources are attached to this read.